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Iowa State Bank’s Invesco BulletShares 2027 Corporate Bond ETF BSCR Stock Holding History

Iowa State Bank’s Portfolio BSCR Stock Details BSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,156
Closed -$215K – 108
2024
Q1 		$215K Sell
11,156
-1,374
-11% -$26.5K 0.05% 103
2023
Q4 		$244K Buy
12,530
+188
+2% +$3.56K 0.06% 101
2023
Q3 		$231K Sell
12,342
-650
-5% -$12.3K 0.06% 104
2023
Q2 		$247K Sell
12,992
-1,206
-8% -$23.2K 0.06% 105
2023
Q1 		$274K Buy
14,198
+338
+2% +$6.48K 0.07% 103
2022
Q4 		$263K Buy
13,860
+634
+5% +$11.9K 0.07% 107
2022
Q3 		$246K Sell
13,226
-46,009
-78% -$892K 0.07% 103
2022
Q2 		$1.15M Sell
59,235
-10,671
-15% -$209K 0.3% 73
2022
Q1 		$1.41M Buy
69,906
+7,053
+11% +$147K 0.33% 75
2021
Q4 		$1.35M Buy
62,853
+3,345
+6% +$72.3K 0.32% 76
2021
Q3 		$1.3M Sell
59,508
-6,210
-9% -$137K 0.36% 75
2021
Q2 		$1.44M Buy
65,718
+29,805
+83% +$651K 0.4% 69
2021
Q1 		$776K Buy
35,913
+25,457
+243% +$562K 0.23% 83
2020
Q4 		$234K Buy
+10,456
New +$232K 0.08% 113

Other funds holding BSCR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Iowa State Bank's BSCR Position: Q2 2024 in Review

Iowa State Bank sold out of Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q2 2024, closing a stake of 11,156 shares — an estimated $215K sold.

Iowa State Bank first reported a position in BSCR in Q4 2020 and held it in 14 quarters. The position peaked at $1.44M in Q2 2021. 271 funds tracked by Wall St. Rank hold BSCR as of Q2 2024.

  • Iowa State Bank reported no remaining Invesco BulletShares 2027 Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Iowa State Bank sold 11,156 Invesco BulletShares 2027 Corporate Bond ETF shares in Q2 2024, an estimated $215K.
  • Iowa State Bank first reported a position in Invesco BulletShares 2027 Corporate Bond ETF in Q4 2020 and held it in 14 quarters.
  • Iowa State Bank's Invesco BulletShares 2027 Corporate Bond ETF position peaked at $1.44M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Corporate Bond ETF as of Q2 2024.

Based on Iowa State Bank's 13F filing for Q2 2024, filed 23 Jul 2024.